CRD: 172232
Stages Planning Group, LLC
$92.9M Total AUM
$87.2M Disc. AUM
-- 3Y CAGR
1 Employees
327 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Ascensus · SEI · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-06-2014
- Office Locations
- 1
Office Locations
249 Central Park Avenue #300-23 Virginia Beach VA
About Stages Planning Group, LLC
Stages Planning Group is a Virginia Beach, VA RIA providing values-based financial planning and investment management for retail clients, starting engagements with a “Values Conversation” to align portfolios with life goals. Portfolio exposure includes ETFs and public funds, with retirement planning as a core focus supported by an active retirement resource center. Custodies with SEI and uses eMoney for planning.
Team overview
56 AVG AGE
$92.9M AVG AUM / ADVISOR
$284.0K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
L
LOUIS JAMES LEYES
Managing Member, Owner
- CRD
- #4638671
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,175,667 | -- |
| Non-Discretionary | $5,707,714 | -- |
| Total | $92,883,381 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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